Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exch Traded Fd III (MARB)

35 + Investors. Track Smart Money conviction in MARB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — MARB

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MARB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 65% of 3.0Y high

65% of all-time peak
Only 36 funds hold MARB today versus a peak of 55 funds at 2023 Q4 — just 65% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

18 buying19 selling
Last quarter: 19 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 17% medium ■ 25% new
21 out of 36 hedge funds have held MARB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

9 → 7 → 8 → 7 → 7 new funds/Q
New funds entering each quarter: 7 → 8 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 31% newcomers

■ 61% veterans ■ 8% 1-2yr ■ 31% new
Entry-cohort mix of 36 holders: 22 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 11 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
8 of 36 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in MARB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MARB

In 2026 Q1, 18 hedge funds were net buyers of MARB (7 opened a new position, 11 added to an existing one), while 19 reduced or exited (10 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 57% of total institutional value in MARB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: MARB

How many hedge funds hold MARB — quarterly history vs. share price
Quarterly hedge fund ownership of MARB vs. share price

Market Analysis: MARB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MARB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exch Traded Fd III (MARB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MARB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MARB
nan%
SPY
+15.1%

MARB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MARB
nan%
SPY
+1.3%

Since the filing became public, MARB outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: MARB
35 + Investors

Track Smart Money conviction in MARB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 35 38 -7.89%
13F Shares 1M 1M -11.86%
Total Value $22M $28M -23.23%
New Positions 7 7 -
Increased Positions 10 15 -5
Closed Positions 10 2 +8
Reduced Positions 10 13 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MARB

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

35 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MARB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MARB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Frederick Financial Consultants, LLC 0.64% 61,888 $1.3M
2 BCGM Wealth Management, LLC 0.39% 74,727 $1.5M
3 Owen LaRue, LLC 0.29% 36,207 $749K
4 FAS Wealth Partners, Inc. 0.09% 66,567 $1.4M
5 World Equity Group, INC. 0.08% 15,773 $327K
6 Clear Harbor Asset Management, LLC 0.06% 41,264 $854K
7 Stratos Wealth Advisors, LLC 0.05% 42,588 $882K
8 Vivaldi Capital Management LP 0.04% 13,762 $285K
9 RFG Advisory, LLC 0.02% 52,285 $1.1M
10 Private Trust Co NA 0.00% 2,304 $48K
11 AE Wealth Management LLC 0.00% 24,093 $499K
12 Mcguire Capital Advisors Inc 0.00% 192 $4K
13 Gilpin Wealth Management, LLC 0.00% 120 $2K
14 Ascentis Independent Advisors 0.00% 1,234 $26K
15 LPL Financial LLC 0.00% 333,361 $6.9M
16 Cassaday & Co Wealth Management LLC 0.00% 3,777 $78K
17 Harbour Investments, INC. 0.00% 2,996 $62K
18 Assetmark, Inc 0.00% 17,050 $353K
19 Citadel Advisors LLC 0.00% 150,322 $3.1M
20 CoreCap Advisors, LLC 0.00% 553 $11K
21 Arax Advisory Partners 0.00% 470 $10K
22 Susquehanna International Group, LLP 0.00% 107,700 $2.2M
23 Cetera Investment Advisers 0.00% 10,296 $213K
24 Osaic Holdings, INC. 0.00% 6,555 $136K
25 Western Wealth Management, LLC 0.00% 177 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exch Traded Fd III (MARB)

What does the Smart Money Trend signal show for MARB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MARB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MARB?

More sellers than buyers — 49% buying: Last quarter: 19 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MARB holders?

Elite ownership — 57% AUM from top-100 funds: 8 of 36 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in MARB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MARB?

58% of holders stayed for 2+ years: 21 out of 36 hedge funds have held MARB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy First Tr Exch Traded Fd III (MARB) following the 2026 Q1 hedge fund 13F filings?

As of today, MARB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MARB has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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